Wally Smith received his Electrical Engineering degree from University of Illinois and quickly leaned into the business development realm of engineering. He founded Ridgegate™ Financial in 2003 as an independent wealth management firm treating retirement and family financial planning differently – looking at each family as “Client, Inc”.  Many clients were concerned about the “unknown unknowns” – they didn’t want to miss something important.  Wally developed an approach based on proactive Leadership for clients with their finances.  This approach reflects the business planning of sound management of both investment and income assets.  Wally and his wife Lynn of 34 years enjoy the beautiful Colorado mountains with their kids and spouses.